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Simple signup.
Setting up a trust with Betterment is quick and can be done entirely online.
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Smart cash flow management.
Deposits and reinvested dividends are used to automatically rebalance your portfolio, which can help minimize taxes.
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Diversified portfolio strategies.
We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.
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Returns.
Use performance graphing and visualization tools to understand the long-term potential returns of your trust.
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Clear statements.
Online access to account activity, quarterly statements, and annual tax forms.
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Transparency.
Betterment provides full portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.